Great Oak Capital Partners’s Eversource Energy ES Stock Holding History

Great Oak Capital Partners’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.21M	Sell
2025 Q2	$1.4M	Buy
2025 Q1	$969K	Hold
2024 Q4	$969K	Buy
2024 Q3	$1.13M	Buy
2024 Q2	$1.12M	Buy
2024 Q1	–	Sell
2023 Q4	$1.05M	Buy